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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	Eagle Asset Management St Petersburg, Florida	$101M	+$5.81M	7	0.67%	Increased
202	Axa Paris, France	$101M	+$27.6M	11	0.47%	Increased
203	Chevy Chase Trust Bethesda, Maryland	$100M	+$1.2M	6	0.53%	Increased
204	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$98.8M	+$627K	9	1.21%	Increased
205	Ruane, Cunniff & Goldfarb New York	$98.4M	-$5.33M	1	0.92%	Reduced
206	Hotchkis & Wiley Capital Management Los Angeles, California	$98.3M	-$7.58M	1	0.4%	Reduced
207	MC MSD Capital New York	$97.1M	$0	1	23.84%	Maintained
208	ProShare Advisors Bethesda, Maryland	$96.2M	+$12.7M	14	1.07%	Increased
209	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$95.1M	-$3.25M	1	4.18%	Reduced
210	CI Investments Inc Toronto, Ontario, Canada	$95M	-$59.9M	2	1.04%	Reduced
211	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$94.7M	+$27.6M	6	0.65%	Increased
212	Madison Investment Holdings Madison, Wisconsin	$94.6M	+$2.86M	2	1.83%	Increased
213	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$94.4M	-$55.6M	10	0.34%	Reduced
214	HA Harbor Advisors West Palm Beach, Florida	$93.8M	+$91.7M	2	44.95%	New
215	Davis Selected Advisers Tucson, Arizona	$93.6M	+$20.7M	4	0.41%	Increased
216	Guardian Capital (Canada) Toronto, Ontario, Canada	$93.1M	-$490K	1	1.38%	Reduced
217	Rothschild & Co Asset Management US Stamford, Connecticut	$92.6M	+$49.3M	3	1.18%	Increased
218	Alyeska Investment Group Chicago, Illinois	$90.8M	+$2.99M	3	0.75%	Increased
219	Comerica Bank Dallas, Texas	$87.6M	+$1.42M	17	0.69%	Increased
220	State of Tennessee, Department of Treasury Nashville, Tennessee	$87M	-$9.93M	12	0.46%	Reduced
221	PS Presima Securities Montreal, Quebec, Canada	$86.5M	+$2.74M	2	12.83%	Increased
222	AGF Investments Inc Toronto, Ontario, Canada	$86M	-$26.7M	2	0.99%	Reduced
223	Aperio Group Sausalito, California	$84.6M	-$5.33M	19	0.65%	Reduced
224	Intact Investment Management Montreal, Quebec, Canada	$84.3M	+$16M	3	3.12%	Increased
225	TIAAOA Teachers Insurance & Annuity Association of America New York	$83.8M	-$708K	5	2.86%	Reduced